About Peterson Wealth Advisors

Peterson Wealth Advisors is a Financial Service company, headquartered in Orem, with 51 - 200 employees and annual revenue of $5M - $20M.

As retirement scholars, we recognize and implement tried and true methods of investing , but are constantly investigating new and better ways to maximize retirement income. We create trusted, long-term relationships with our clients and their families, and help them navigate the different stages of ...

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Peterson Wealth Advisors Company Highlights

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Phone Number

(801) 225-xxxx

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Corporate Office Address

360 West 920 North
Orem, 84057

Industries Served

Financial Service

Number of Employees

51 - 200 Employees

Company Revenue

$5M - $20M

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Peterson Wealth Advisors Org

Peterson Wealth Advisors has 1 VP, 4 Director, 2 Manager, and 8 Other employees.

Peterson Wealth Advisors's Tech Stack

ActiveCampaign
Amazon Web Services
AOS
Calendly

Frequently Asked Questions About
Peterson Wealth Advisors

FAQs

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How many senior employees does Peterson Wealth Advisors have?

Peterson Wealth Advisors has 7 senior employees that are typically used for decision making.

What technologies does Peterson Wealth Advisors use?

Peterson Wealth Advisors uses technologies including ActiveCampaign, AOS, and Calendly.

How do I contact Peterson Wealth Advisors?

To contact Peterson Wealth Advisors, visit petersonwealth.com.

What companies are similar to Peterson Wealth Advisors?

Companies similar to Peterson Wealth Advisors include Jackson Hewitt Tax Service Inc., First Data Merchant Services, and BCI.

Where is Peterson Wealth Advisors headquartered?

Peterson Wealth Advisors is headquartered at 360 West 920 North, Orem.

What is the main phone number for Peterson Wealth Advisors?

The main phone number for Peterson Wealth Advisors is (801) 225-xxxx.

What is the official website for Peterson Wealth Advisors?

The official website for Peterson Wealth Advisors is petersonwealth.com.

What is the annual revenue of Peterson Wealth Advisors?

The annual revenue of Peterson Wealth Advisors is $5M - $20M.

How many employees does Peterson Wealth Advisors have?

Peterson Wealth Advisors has 51 - 200 employees.

What industry is Peterson Wealth Advisors in?

Peterson Wealth Advisors is in the Financial Service industry.

Last updated: July 22, 2025

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